Investment Analysis | Wealth Management | Portfolio Management

Welcome to ValueTrend Wealth Management Inc.. We are an independent full-service Canadian wealth management firm. We serve clients from across the country.

ValueTrend was founded in 2008 by Portfolio Manager Keith Richards, one of Canada’s first accredited technical analysts. Keith brings over 25 years of investment experience to the table, and has built the business on a solid foundation of fierce independence and putting the needs of clients first.

Unlike other independent and big-bank firms, ValueTrend has no sales targets, sales incentives, bonus trips, awards, or empty titles that you pay for.

We don’t offer excuses when you ask important questions

We don’t ask you to ‘buy-and-hold’ when that doesn’t work

In other words, we’re different because with your percentage-based flat fee, we only succeed when you do. There are no hidden costs. If we want to increase our revenue, we have to increase the value of your portfolio. It’s as simple as that.

ValueTrend is a wealth management firm that is different by design. We have carefully developed a sustainable and reliable system for successful investment management – and have a track-record to prove it. It is not hocus-pocus. It has been developed through exhaustive research and analysis over the course of almost 30 years covering a wide range of market conditions. The ValueTrend approach to portfolio management and investment analysis has withstood the test of time. This is what makes us one of the leading wealth management firms in Canada.

Today’s blog was inspired by an engaging email correspondence I had with a long time BNN watcher and blog reader, Marc in Gatineau. Marc inspired me to take a look at the big picture of gold and see if there is a potential base/bottom formation forming for this commodity. As anyone who has followed my Read More

Canadian banks look to be near a significant level of overhead resistance. While we still hold some exposure to them in our ValueTrend Income Platform – entirely for their high dividend yields – we have no exposure to the group within our ValueTrend Equity Platform. We can’t see much upside from a technical perspective. Moreover, Read More